Charitable Giving

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We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

No Giving Plan
Donating without a strategy can result in haphazard contributions that fail to align with your values and goals.

Ignoring Tax Impacts
Failing to consider the tax benefits of charitable donations can lead to missed opportunities for tax savings.

Lack of Research
Not researching charities can result in donations to ineffective or poorly managed organizations.

No Estate Planning
Overlooking charitable bequests in your estate plan may prevent your legacy from making the impact you intend.

Not Seeking Advice
Failing to consult with financial or philanthropic advisors may lead to inefficient giving and missed opportunities.

Ignoring Donor-Advised Funds
Failing to utilize donor-advised funds can prevent you from maximizing tax benefits and charitable impact.

Ignoring Local Needs
Overlooking local charities can reduce the personal impact of your donations on your community.

Ignoring Administration Fees
Donating through platforms with high fees can reduce the total amount that reaches the charity.

Giving Cash Only
Donating only cash limits tax benefits that could be realized through gifts of appreciated assets or stock.

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Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Fee-based financial planning and investment advisory services are offered by WealthKare.com, Inc. – a fiduciary firm registered with the Securities and Exchange Commission. Insurance-related consulting, products, and services are offered through American Assets Financial Corp. WealthKare.com, Inc. and American Assets Financial Corp. are affiliated companies. The use of the term “tax-free” is limited to the federal income tax treatment of certain assets or planning strategies. It does not include exposures to state, local, or specialized taxes. The impact of taxes is unique to the financial situation of each individual or family and should be considered before engaging in any transaction. The WealthKare Investment Center and Bruce Smith are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.